Create shared drop-down lists

Shared drop-down lists are configurable lists you can apply to different group codes and templates in Civic Platform. When you define shared drop-down lists, users can access them from drop-down list values in the specified product area.

Example: You could create a drop-down list for a People template that indicates a licensed professional’s years of experience. In other circumstances, you could create a drop-down list for an application specific information group indicating the number of floors in a building.

You populate a shared drop-down list by adding values and defining their display order.

When you create a shared drop-down list, you must apply it to a specific product area. (For more information, see Apply a shared drop-down list.)

To create a shared drop-down list

  1. From the Administration menu, select Application > Shared drop-down list.
  2. From the Shared drop-down list tab, delete, inactivate, edit, or create a shared drop-down list.

    • Delete an existing shared drop-down list.

      1. Locate an existing shared drop-down list by selecting it in the Name column or by searching for it.
      2. Select Delete.
    • Inactivate an existing shared drop-down list.

      1. Locate an existing shared drop-down list by selecting it in the Name column or by searching for it.
      2. Set the Status field to Inactive.
      3. Select Save.
    • Edit an existing shared drop-down list.

      1. Locate an existing shared drop-down list by selecting it in the Name column or by searching for it.
      2. Complete the shared drop-down list configuration.
    • Create a new shared drop-down list.

      1. Select New.
      2. Complete the shared drop-down list configuration.
  3. Complete the shared drop-down list configuration.

    Field Action
    Name Enter the name you want to associate with the shared drop-down list.
    Status Use the drop-down list indicate if the drop-down list is active or inactive.
    Description Provide a brief description for the drop-down list.
  4. Select Submit or Save.

  5. From the Values tab, delete a value, change the order of values, add a value, or edit a value.

    • Delete a value.

      1. Select the box next to the value(s) you want to delete.
      2. Select Delete.
    • Change the order of the values.

      1. Modify the order number(s) next to the value(s) you want to reorder.
      2. Select Save.
    • Add a new value.

      1. Select New.
      2. Complete the fields for the new value.
      3. Select Submit.
    • Edit an existing node.

      1. Select the hypertext link for the value you want to edit.
      2. Edit the field value(s).
      3. Select Submit.
  6. Select the Associations tab to view the shared drop-down list associations.